Plan Ledger DOL Form 5500 · updated monthly

All Saints Academy403(b)

ALL SAINTS ACADEMY 403(B) DC PLAN · WINTER HAVEN, FL · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

All Saints Academy reported $48 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,839 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.001% to 0.001%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (2,369th of 3,644), and 2,449th of 3,091 in educational services. In 2024, the employer put in $2.31 for every $1.00 employees contributed themselves; active participation has grown from 83 to 100 since 2022.

Plan summary
Net assets, end of year$5,730,012
Participants with balances240
Active participants100
Employer contributions$183,900
Employee contributions$79,730
Employer contribution per active participant$1,839
Average account balance$23,875
Benefits paid to participants$349,626
Plan auditDisclaimer of opinion
AuditorLAPLANT AND RAINEY, CPA, PA
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 240 accts · $184K emplr
2023$5.3M · 230 accts · $161K emplr
2022$4.9M · 225 accts · $151K emplr
Employer contributions to the All Saints Academy plan · 2024
Employer contribution per active participant$1,839
Median for plans this size$1,313
2024$1,839 per active participant
2023$1,824 per active participant
2022$1,816 per active participant

All Saints Academy's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$48 · 0.00%
2023$25 · 0.00%
2022$25 · 0.00%
Same employer
Similar plansEducational Services · Florida
Atp Professionals Inc. FL$6.3M · 0.30%
Edward Waters University FL$5.4M · 0.01%
Hodges University, Inc. FL$5.4M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 593246571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.